See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,290 | $80,717+212.6% | $154,803+63.0% | $84,808+197.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.99% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,030 | $2,761+46.0% | $4,305-6.4% | $2,631+53.2% |
| Participant deferral / active EE | $11,756 | $3,303+255.9% | $5,540+112.2% | $4,212+179.1% |
| Admin fee / account holder | $1,096 | $6,746-83.7% | $14,329-92.3% | $7,344-85.1% |